CALDERA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CALDERA FOUNDATION (EIN 47-2387065)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201811359349103836
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:36:18-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAH & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 California Street Suite 411 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472387065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDERA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALD | BusinessNameControlTxt |
| Phone | 4155195799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER S BOYER | PersonNm |
| Person Title | Sec. &Treasurer | PersonTitleTxt |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R MAH | PreparerPersonNm |
| PTIN | P00522319 | PTIN |
| Phone | 4159811111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $114,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $339,554 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $288,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $288,751 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $288,751 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $636,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,421,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $636,167 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $516,658 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,264,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $924,944 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $805,435 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,764 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,764 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,229 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,229 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,110 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $73,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $73,523 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $608,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $608,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $770,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $493,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $873,605 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $805,435 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,780 | CashBOYAmt |
| Cash EOY | $66,858 | CashEOYAmt |
| Cash EOYFMV | $66,858 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $248,592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,878 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,289,927 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,971,657 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $9,575,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,086,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,575,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,086,393 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,575,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,086,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,575,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,086,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,575,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $493,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,452 | OtherIncreasesAmt |
| Subtotal | $10,086,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,086,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST GAINS SEE ATTACHED | P | 2017-01-01 | 2017-12-31 | $11,941,253 | $11,424,595 | $516,658 | $516,658 |
| LT GAINS SEE ATTACHED | P | 2005-01-01 | 2017-12-31 | $470,753 | $360,660 | $110,093 | $110,093 |
| CAPITAL GAIN DISTRIBUTION | P | 2005-01-01 | 2017-12-31 | $9,416 | $9,416 | $9,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $636,167 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $516,658 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,472 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,472 | SubtotalAmt |
| Tax Based On Investment Income | $17,472 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $123 | EsPenaltyAmt |
| Tax Due | $17,595 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.calderafoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER BOYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156814785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1230 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARGARET G BOYER | ||||||
| 235 MONTGOMERY ST SUITE 1230 | SAN FRANCISCO | CA | 94104 | PRESIDENT | 10.00 | $0 |
| PETER S BOYER | ||||||
| 235 MONTGOMERY ST SUITE 1230 | SAN FRANCISCO | CA | 94104 | Sec. &Treasurer | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,620,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,796,701 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,796,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,649,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,472 | TotalTaxAmt |
| Distributable Before Adj | $465,016 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $465,016 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $465,016 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,516 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $719,516 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $719,516 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,016 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $112,558 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,139 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $221,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $572,962 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,195,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,516 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $465,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,450,277 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $112,558 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,337,719 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,139 | ExcessFromYear4Amt |
| Excess From Year3 | $153,238 | ExcessFromYear3Amt |
| Excess From Year2 | $221,880 | ExcessFromYear2Amt |
| Excess From Year1 | $572,962 | ExcessFromYear1Amt |
| Excess From Current Year | $254,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET G BOYER | ContributingManagerNm |
| Contributing Manager | PETER S BOYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROCKY MOUNTAIN INSTITUTE | |||||||||||
| 22830 TWO RIVERS ROAD | BASALT | CO | 81621 | NONE | PC | FINANCIAL SUPPORT FOR ROCKY MOUNTAIN INSTITUTE | $178,000 | ||||
| ECO PEACE MIDDLE EAST | |||||||||||
| NONE | NC | FINANCIAL SUPPORT FOR ECO PEACE MIDDLE EAST | $30,000 | PO BOX 840252 | AMMAN | JO | 11181 | ||||
| PACIFIC FOREST TRUST | |||||||||||
| 1001 OREILLY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC | FINANCIAL SUPPORT FOR PACIFIC FOREST TRUST | $25,000 | ||||
| PROJECT DRAWDOWN | |||||||||||
| 27 GATE 5 ROAD | SAUSALITO | CA | 94965 | NONE | PC | FINANCIAL SUPPORT FOR PROJECT DRAWDOWN | $100,000 | ||||
| ENVIRONMENTAL DEFENSECLC | |||||||||||
| 123 MISSION ST 28 | SAN FRANCISCO | CA | 94105 | NONE | PC | FINANCIAL SUPPORT FOR CONSERVATION LEADERSHIP COUNCIL LAUNCHED BY THE ENVIRONMENTAL DEFENSE FUND | $50,000 | ||||
| CLIMATE CENTRAL | |||||||||||
| ONE PALMER SQUARE STE 330 | PRINCETON | NJ | 08542 | NONE | PC | FINANCIAL SUPPORT | $25,000 | ||||
| ISSUE ONE | |||||||||||
| 1401 K STRETT NE SUTE 350 | WASHINGTON | DC | 20005 | NONE | PC | FINANCIAL SUPPORT | $25,000 | ||||
| PACIFIC INSTITUTE | |||||||||||
| 654 13TH STREET | OAKLAND | CA | 94612 | NONE | PC | FINANCIAL SUPPORT | $15,000 | ||||
| CLIMATE REALTY | |||||||||||
| 750 9TH STREET NW SUITE 520 | WASHINGTON | DC | 20001 | NONE | PC | FINANCIAL SUPPORT | $35,000 | ||||
| UNION OF CONCERNED SCIENTIST | |||||||||||
| TWO BRATTLE SQ | CAMBRIDGE | MA | 02138 | NONE | PC | FINANCIAL SUPPORT | $50,000 | ||||
| AUBURN THEOLOGICAL SEMINARY | |||||||||||
| 475 RIVERSIDE DR 1800 | NEW YORK | NY | 10115 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||
| PARTNERSHIP FOR CHANGE | |||||||||||
| 1016 LINCOLN BLVD | SAN FRANCISCO | CA | 94129 | NONE | PC | FINANCIAL SUPPORT | $30,000 | ||||
| STANDFORD UNIVERSITY | |||||||||||
| 400 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | FINANCIAL SUPPORT | $35,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $608,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $636,167 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $924,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $924,944 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | CategoryTxt |
| Amt | $1,764 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,764 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CONFERENCE | $950 | $950 |
| CONSULTING | $489 | $489 |
| DUES & SUBSCRIPTIONS | $2,389 | $2,389 |
| EQUIPMENT | $23,375 | $23,375 |
| FEES | $2,925 | $2,925 |
| MEALS | $1,435 | $1,435 |
| OFFICE RENTAL | $37,500 | $37,500 |
| OFFICE SUPPLIES | $1,892 | $1,892 |
| PARKING | $352 | $352 |
| POSTAGE & DELIVERY | $30 | $30 |
| TELEPHONE | $1,734 | $1,734 |
| WEBSITE DEVELOPMENT | $432 | $432 |
| WEBSITE HOSTING | $20 | $20 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $3,408 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGMENT FEE | CategoryTxt |
| Amt | $72,458 | Amt |
| Net Investment Income | $36,229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,229 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $15,110 | Amt |
| Net Investment Income | $15,110 | NetInvestmentIncomeAmt |